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Wealth Managers in Englewood, CO: 2026 rankings

89 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Englewood: GWS&A - Global Wealth Strategies & Associates, RFA Score 73/100; 5.0★ from 248 Google reviews.

  2. 2

    Most-reviewed: Colorado Wealth Group, 177 Google reviews at 5.0★, the most of 89 ranked after GWS&A - Global Wealth Strategies & Associates; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

89 Englewood wealth managers are ranked here by RFA Score, from eight published factors. 5 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 89 rated firms.

Most of this list also appears on the Wealth managers in Denver ranking. See Wealth managers in Denver

Top 10 wealth managers in Englewood at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 wealth managers in Englewood at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1GWS&A - Global Wealth Strategies & Associates735.0★ (248)Denver, 5 mi awayTop score
2Colorado Wealth Group725.0★ (177)Denver, 5 mi awayMost reviews
3Alpha 1 Tax & Wealth Retirement Planning & Financial Advisors714.8★ (172)Denver, 4 mi away—
4Dechtman Wealth Management714.9★ (136)Centennial, 5 mi away—
5Maia Wealth684.9★ (47)Denver, 7 mi away—
6Rosel Wealth Management675.0★ (32)Highlands Ranch, 7 mi away—
7Carson Wealth674.9★ (35)Highlands Ranch, 6 mi away—
8EdgeRock Wealth Management674.9★ (32)Denver, 5 mi away—
9Beyond Wealth Advisors675.0★ (26)Denver, 4 mi away—
10Mercer Advisors, LLC - formerly Transitions Wealth Management, LLC675.0★ (28)Denver, 5 mi away—

All 89 wealth managers in Englewood, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 Colorado Wealth Group

    Based in Denver, 5 mi away

    72/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 177 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 177 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    720 Colorado Blvd #700S, Denver, CO 80246
    View profile for Colorado Wealth Group(720) 729-2500

  4. #4 Dechtman Wealth Management

    Based in Centennial, 5 mi away

    71/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.9★ from 136 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 136 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    5975 S Quebec St #370, Centennial, CO 80111
    View profile for Dechtman Wealth Management(303) 741-9772

  5. #5 Maia Wealth

    Based in Denver, 7 mi away

    68/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.9★ from 47 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 47 Google reviews
    Hours
    Mon–Thu 8 AM–6 PM · Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1331 17th St #800, Denver, CO 80202
    View profile for Maia Wealth(720) 644-8803

  6. #6 Rosel Wealth Management

    Based in Highlands Ranch, 7 mi away

    67/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 32 Google reviews
    Hours
    Mon–Thu 7:30 AM–4:30 PM · Fri 7:30 AM–4 PM · Sat–Sun closed
    Address
    1805 Shea Center Dr Ste 420, Highlands Ranch, CO 80129
    View profile for Rosel Wealth Management(303) 647-3801

  7. #7 Carson Wealth

    Based in Highlands Ranch, 6 mi away

    67/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 35 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 35 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–2 PM · Sat–Sun closed
    Address
    300 Plaza Dr #300, Highlands Ranch, CO 80129
    View profile for Carson Wealth(720) 253-1174

  9. #9 Beyond Wealth Advisors

    Based in Denver, 4 mi away

    67/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    3900 E Mexico Ave #950, Denver, CO 80210
    View profile for Beyond Wealth Advisors(720) 638-9259

  11. #11 Centerpiece Wealth Advisors

    Based in Greenwood Village, 6 mi away

    67/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    6400 S Fiddlers Green Cir #300, Greenwood Village, CO 80111
    View profile for Centerpiece Wealth Advisors

  12. #12 Inclinevest Wealth Management | CFP® – Fee-Only Fiduciary Financial Planner

    Based in Greenwood Village, 6 mi away

    67/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 25 Google reviews
    Hours
    Mon–Fri 7 AM–7 PM · Sat 9 AM–5 PM · Sun closed
    Address
    6400 S Fiddlers Green Cir #300, Greenwood Village, CO 80111
    View profile for Inclinevest Wealth Management | CFP® – Fee-Only Fiduciary Financial Planner(720) 306-1620

  15. #15 Rooted Wealth Advisors

    Based in Greenwood Village, 6 mi away

    66/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.8★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 22 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    8400 E Crescent Pkwy Ste 640, Greenwood Village, CO 80111
    View profile for Rooted Wealth Advisors(303) 856-3000

  16. #16 Unbridled Wealth

    Based in Greenwood Village, 6 mi away

    66/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    5299 DTC Blvd Ste 1340, Greenwood Village, CO 80111
    View profile for Unbridled Wealth(303) 957-9175

  17. #17 Grok Wealth

    Based in Denver, 4 mi away

    66/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1873 S Bellaire St #930, Denver, CO 80222
    View profile for Grok Wealth(720) 856-3280

  18. #18 Carson Wealth

    Based in Littleton, 9 mi away

    66/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    13976 W Bowles Ave #200, Littleton, CO 80127
    View profile for Carson Wealth(720) 962-6700

  19. #19 Gaia Wealth Management

    Based in Lakewood, 8 mi away

    66/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.9★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 19 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    10600 W Alameda Ave Ste 200, Lakewood, CO 80226
    View profile for Gaia Wealth Management(720) 833-9300

  21. #21 Trajan Wealth

    Based in Greenwood Village, 6 mi away

    65/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.9★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 15 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    6312 S. Fiddler, S Fiddlers Green Cir Ste 300e, Greenwood Village, CO 80111
    View profile for Trajan Wealth(720) 405-3300

  24. #24 Four Points Wealth Management

    Based in Greenwood Village, 5 mi away

    65/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    5680 Greenwood Plaza Blvd Suite 120, Greenwood Village, CO 80111
    View profile for Four Points Wealth Management(303) 910-9751

How we ranked Englewood wealth managers

We scored 89 Englewood wealth managers on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Englewood data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a wealth manager

  1. Confirm the wealth manager and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a wealth manager

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my wealth manager?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Wealth managers in Englewood: frequently asked questions

Which wealth manager has the highest RFA Score in Englewood?

By RFA Score, the highest-ranked wealth manager in Englewood, CO is GWS&A - Global Wealth Strategies & Associates with an RFA Score of 73/100. It has 5.0★ from 248 Google reviews. Colorado Wealth Group (#2) and Alpha 1 Tax & Wealth Retirement Planning & Financial Advisors (#3) follow. We ranked 89 wealth managers on eight factors, last updated November 9, 2026.

Which wealth managers in Englewood work on weekends?

5 of 89 ranked wealth managers post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays is Inclinevest Wealth Management | CFP® – Fee-Only Fiduciary Financial Planner (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Englewood wealth managers have?

The median Google rating among 89 rated wealth managers in Englewood is 5.0★, with a median of 9 reviews. GWS&A - Global Wealth Strategies & Associates has the most, 248 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do wealth managers outside Englewood count in this ranking?

Yes, if they are within 40 mi of the Englewood city center, our service radius for wealth managers. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can wealth managers pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Englewood ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers wealth management and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a wealth manager’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every wealth manager in Englewood a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do wealth managers charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Englewood

  1. November 2026: RFA Scores recalculated for 89 wealth managers serving Englewood.
  2. November 2026: 1 duplicate listing merged.

More wealth managers and Englewood pages